+145.9%
AR vs INVH
-21.2%
+167.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.0% |
| 7D | -1.3% | -3.1% | +1.8% | -0.1% |
| 30D | +3.5% | -7.5% | +11.0% | +6.6% |
| 3M | +9.9% | -6.3% | +16.2% | +12.4% |
| 6M | +4.5% | +9.4% | -4.9% | -0.1% |
| YTD | +13.7% | +1.4% | +12.3% | +11.8% |
| 1Y | +19.2% | -4.1% | +23.3% | +20.0% |
| 3Y | +46.2% | -9.2% | +55.3% | +49.9% |
| 5Y | +145.9% | -19.6% | +165.5% | +177.4% |
| All | +145.9% | -21.2% | +167.1% | +177.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling